Starting a PDF review

Applies to

Start a shared review

The shared PDF that you send includes the Annotation and Drawing Markups panels, and instructions in the document message bar.

Choose Tools > Send For Comments.

The Send for Comments toolset is displayed in the secondary toolbar.

You can also start a shared review directly from other applications that use PDFMaker, such as Microsoft Word. Choose Adobe PDF > Convert To Adobe PDF And Send For Shared Commenting. For Office 2007/2010 applications, choose Acrobat > Create And Send For Shared Commenting.

In the secondary toolbar, click Send For Shared Commenting.

Note:

If prompted, select a PDF file that you want to send for shared review.

Select the way you want to collect comments from your reviewer and click Next.

Select how you would like to host the shared review file and specify the location.

Choose a delivery and collection method. You can use your own internal server. Then follow the onscreen instructions.

On the email screen, specify the following settings as
needed:

Delivery Method

Click to specify a different delivery and collection method from the one that is currently selected.

To, Cc

Enter the email addresses of your reviewers. Insert a semicolon or a return after each address. Click the To or Cc button to select email addresses from your email application address book.

Subject, Message

Preview and edit the email subject and message as needed. Acrobat saves any changes you make and displays them the next time you send a document for review. To use the default email message, click Reset Default Message.

Review Deadline

Click to specify a different date or no deadline. After the review deadline expires, reviewers cannot publish comments.

Note:

If the review deadline expires while a reviewer has the document open in Acrobat, then the reviewer can publish comments before closing the document.

Click Send.

Acrobat creates a copy of the shared review file, named
[original filename]_review.pdf, in the same folder as the
original file you specified for the review.

Start an email-based review

When you start an email-based review, you
send out a tracked copy of the PDF, enabling you to easily merge
comments that you receive. (Form fields in a PDF aren’t
fillable during the review.) After initiating a shared review, you
can also start an email-based review with the same PDF.

Start the review

Before you start an email-based review, make sure that your email application or webmail account is configured to work with Acrobat.

Choose Tool > Send For Comments.

The Send for Comments toolset is displayed in the secondary toolbar.

Click Send For Comments By Email.

If prompted, enter information in the Identity Setup dialog box.

Specify a PDF if it isn’t already open, and then click Next. The PDF that you specify becomes the master file. You’ll merge comments you receive from reviewers into this file.

Specify reviewers by typing their email addresses. Insert a semicolon or a return between each address. Click Address Book to select email addresses from your email application or webmail address book.

Preview and edit the email invitation as needed, and then click Send Invitation.

Select an email client to send the invite and click Continue.

A copy of the PDF is sent to the reviewers as an attachment.
When this PDF attachment is opened, it presents commenting tools
and instructions.

Merge comments

After you receive comments from reviewers,
you can merge the comments into the master PDF.

After a reviewer sends you comments, open the
attached file in your email application. If the email application
can’t find the original version of the PDF, it prompts you to browse
for it.

Note:

It’s possible to forward comments to the initiator
if you didn’t initiate the review. First merge these comments into
your copy of the PDF. Then send the comments (see Send
comments in email). If you’ve sent your comments already,
the initiator receives only new comments. Merged comments retain
the original author name.

If you initiated the review, the Merge Comments dialog
box appears. Select one of the following options:

Yes

Opens the master copy of the PDF and merges all comments into it. After comments are merged, save the master PDF.

No, Open This Copy Only

Opens the reviewer’s copy of the PDF with comments. If you select this option, you can still merge comments by choosing Comments > Merge Comments Onto Master PDF.